Bank of America Corp
BAC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000070858
No open-market purchases or sales by Bank of America Corp insiders were filed in the last 90 days; 3,620 institutions reported holding it in 13F filings for Q2 2026, worth $304.8B in total; 4 superinvestors hold it, including Berkshire Hathaway and Harris Associates (Oakmark).
Other share classesBACRPBAC.PBBAC.PEBAC.PKBAC.PLBAC.PMBAC.PNBAC.POBAC.PPBAC.PQBAC.PSBML.PGBML.PHBML.PJBML.PLMER.PK
13F holders, Q3 2021
Institutional positions in Bank of America Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,500
- +43 vs. Q2 2021
- Shares held
- 5.85B
- −199.3M (−3.3%) vs. Q2 2021
- Total value
- $248.4B
- −$923.5M (−0.4%) vs. Q2 2021
- New holders
- 144
- 1,016 more added
- Sold out
- 101
- 1,001 more reduced
38 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,620 | $304.8B |
| Q1 2026 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $231.9B |
| Q4 2021 | 2,791 | $254.9B |
| Q3 2021 | 2,500 | $248.4B |
| Q2 2021 | 2,495 | $249.6B |
| Q1 2021 | 2,479 | $237.1B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cypress Capital Group | 37,217 | $1.58M | 0.21% | −5,434−12.7% | Reduced |
| Aurora Private Wealth, Inc. | 37,562 | $1.59M | 0.65% | −28,160−42.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 37,638 | $1.60M | 0.35% | +1,361+3.8% | Added |
| Sound View Wealth Advisors Group, LLC | 37,665 | $1.60M | 0.33% | +700+1.9% | Added |
| Proficio Capital Partners LLC | 37,688 | $1.60M | 0.21% | +2,426+6.9% | Added |
| Kovack Advisors, Inc. | 37,836 | $1.61M | 0.17% | −3,930−9.4% | Reduced |
| Kdi Capital Partners LLC | 38,000 | $1.61M | 0.56% | +5,000+15.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 38,000 | $1.61M | 0.68% | +8,000+26.7% | Added |
| Garner Asset Management Corp | 38,032 | $1.61M | 0.76% | +551+1.5% | Added |
| Prana Capital Management, LP | 38,021 | $1.61M | 0.14% | +38,021 | New |
| Schulhoff & Co Inc | 38,189 | $1.62M | 0.73% | +502+1.3% | Added |
| Marshall Financial Group LLC | 38,282 | $1.63M | 0.84% | −2,312−5.7% | Reduced |
| Octavia Wealth Advisors, LLC | 38,453 | $1.63M | 0.42% | +869+2.3% | Added |
| Wambolt & Associates, LLC | 37,941 | $1.63M | 0.66% | −175−0.5% | Reduced |
| Royal Harbor Partners, LLC | 38,570 | $1.64M | 1.16% | +359+0.9% | Added |
| Two Sigma Investments, LP | 38,616 | $1.64M | 0.00% | −719,805−94.9% | Reduced |
| Falcon Wealth Planning | 38,601 | $1.64M | 0.62% | +167+0.4% | Added |
| Warther Private Wealth, LLC | 38,119 | $1.64M | 1.46% | +111+0.3% | Added |
| Nicholas Hoffman & Company, LLC. | 38,709 | $1.64M | 0.29% | +404+1.1% | Added |
| Wealth Management Associates, Inc. | 38,717 | $1.64M | 0.96% | +48+0.1% | Added |
| Aspen Investment Management Inc | 38,732 | $1.64M | 0.87% | +1,459+3.9% | Added |
| Cornerstone Advisory, LLC | 39,039 | $1.66M | 0.27% | −230−0.6% | Reduced |
| RB Capital Management, LLC | 39,039 | $1.66M | 0.62% | +14,396+58.4% | Added |
| Kapitalo Investimentos Ltda | 39,100 | $1.66M | 0.90% | +39,100 | New |
| Ibex Wealth Advisors | 39,100 | $1.66M | 0.32% | +1,314+3.5% | Added |
| Thomas White International Ltd | 39,181 | $1.66M | 0.24% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 40,447 | $1.67M | 0.18% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 39,338 | $1.67M | 0.16% | +6,159+18.6% | Added |
| Mosaic Family Wealth, LLC | 39,515 | $1.68M | 0.46% | +31,622+400.6% | Added |
| Engine No. 1 LLC | 39,918 | $1.70M | 0.44% | +15,816+65.6% | Added |
| Pentwater Capital Management LP | 40,000 | $1.70M | 0.02% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.70M | 0.80% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 40,057 | $1.70M | 0.07% | −5,269−11.6% | Reduced |
| Parkside Investments, LLC | 40,143 | $1.70M | 0.36% | 00.0% | Unchanged |
| Earnest Partners LLC | 40,207 | $1.71M | 0.01% | −4,180−9.4% | Reduced |
| BTC Capital Management, Inc. | 40,391 | $1.71M | 0.19% | −71,020−63.7% | Reduced |
| Claro Advisors LLC | 40,372 | $1.71M | 0.72% | −623−1.5% | Reduced |
| Connolly Sarah T. | 40,504 | $1.72M | 1.41% | +295+0.7% | Added |
| First Midwest Bank Trust Division | 40,602 | $1.72M | 0.25% | −1,371−3.3% | Reduced |
| E&G Advisors, LP | 40,635 | $1.73M | 0.47% | +40,635 | Added |
| HC Advisors, LLC | 40,634 | $1.73M | 1.13% | +203+0.5% | Added |
| Mechanics Bank Trust Department | 40,666 | $1.73M | 0.28% | −850−2.0% | Reduced |
| DFPG Investments, LLC | 38,334 | $1.73M | 0.65% | +536+1.4% | Added |
| Circle Wealth Management, LLC | 40,948 | $1.74M | 0.25% | +60+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 41,001 | $1.74M | 0.02% | −2,500−5.7% | Reduced |
| NVWM, LLC | 40,996 | $1.74M | 0.63% | +1,485+3.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 41,002 | $1.74M | 0.21% | 00.0% | Unchanged |
| Proequities, Inc. | 41,097 | $1.75M | 0.11% | +2,267+5.8% | Added |
| First National Bank & Trust Co of Newtown | 41,258 | $1.75M | 0.36% | −656−1.6% | Reduced |
| Loveless Wealth Management LLC | 41,320 | $1.75M | 1.07% | +315+0.8% | Added |
| Winton Group Ltd | 41,347 | $1.75M | 0.10% | +2,594+6.7% | Added |
| Old Dominion Capital Management Inc | 41,360 | $1.76M | 0.38% | +180.0% | Added |
| Anchor Capital Advisors LLC | 41,417 | $1.76M | 0.04% | 00.0% | Unchanged |
| McLean Asset Management Corp | 36,693 | $1.76M | 0.68% | +1,842+5.3% | Added |
| Sunesis Advisors, LLC | 41,528 | $1.76M | 1.36% | +250+0.6% | Added |
| Buckley Wealth Management, LLC | 41,860 | $1.78M | 0.57% | +718+1.7% | Added |
| Laidlaw Wealth Management LLC | 42,005 | $1.78M | 0.46% | −1,132−2.6% | Reduced |
| West Branch Capital LLC | 41,994 | $1.78M | 0.86% | +1,476+3.6% | Added |
| Alpha Cubed Investments, LLC | 42,193 | $1.79M | 0.13% | +622+1.5% | Added |
| FLC Capital Advisors | 42,496 | $1.80M | 0.53% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 42,538 | $1.81M | 0.28% | +1,489+3.6% | Added |
| Eqis Capital Management, Inc. | 42,590 | $1.81M | 0.14% | −14,589−25.5% | Reduced |
| Carolinas Wealth Consulting LLC | 42,610 | $1.81M | 0.42% | +886+2.1% | Added |
| Miramar Capital, LLC | 42,612 | $1.81M | 0.72% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 42,737 | $1.81M | 0.11% | −19,836−31.7% | Reduced |
| Bouchey Financial Group Ltd | 43,109 | $1.83M | 0.25% | −150.0% | Reduced |
| Thoroughbred Financial Services, LLC | 43,269 | $1.84M | 0.45% | +1,686+4.1% | Added |
| Woodward Diversified Capital, LLC | 43,390 | $1.84M | 1.16% | +323+0.7% | Added |
| Diligent Investors, LLC | 44,912 | $1.85M | 0.63% | 00.0% | Unchanged |
| Advisor Resource Council | 43,673 | $1.85M | 0.57% | −21,336−32.8% | Reduced |
| Michael B. Yongue | 43,782 | $1.86M | 1.36% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 43,870 | $1.86M | 0.87% | −1,867−4.1% | Reduced |
| Argent Advisors, Inc. | 44,021 | $1.87M | 1.07% | +1,001+2.3% | Added |
| IPG Investment Advisors LLC | 44,157 | $1.87M | 0.59% | +12,515+39.6% | Added |
| Wealthsource Partners, LLC | 44,244 | $1.88M | 0.16% | +1,976+4.7% | Added |
| Mayflower Financial Advisors, LLC | 40,501 | $1.88M | 0.25% | −2,478−5.8% | Reduced |
| NorthRock Partners, LLC | 43,734 | $1.88M | 0.15% | +5,703+15.0% | Added |
| Excalibur Management Corp | 44,428 | $1.89M | 0.83% | +1,949+4.6% | Added |
| Kore Private Wealth LLC | 44,456 | $1.89M | 0.20% | +2,962+7.1% | Added |
| Oarsman Capital, Inc. | 44,495 | $1.89M | 0.76% | −2,660−5.6% | Reduced |
| Legacy Bridge, LLC | 44,505 | $1.89M | 1.09% | +160+0.4% | Added |
| Graypoint LLC | 44,571 | $1.89M | 0.23% | +4,852+12.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 44,636 | $1.90M | 0.34% | +17,850+66.6% | Added |
| YorkBridge Wealth Partners, LLC | 44,890 | $1.91M | 0.48% | +4,337+10.7% | Added |
| XXEC, Inc. | 45,000 | $1.91M | 1.45% | −25,000−35.7% | Reduced |
| Wealthcare Advisory Partners LLC | 45,192 | $1.92M | 0.13% | +2,720+6.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 39,986 | $1.92M | 0.03% | +39,986 | New |
| Vident Investment Advisory, LLC | 45,246 | $1.92M | 0.06% | −131−0.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 45,250 | $1.92M | 1.38% | −52−0.1% | Reduced |
| White Pine Capital LLC | 45,271 | $1.92M | 0.59% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $1.92M | 0.95% | – | – |
| Brown Advisory Securities, LLC | 45,362 | $1.93M | 0.57% | −101,103−69.0% | Reduced |
| Parkside Financial Bank & Trust | 45,382 | $1.93M | 0.57% | +6,892+17.9% | Added |
| InTrack Investment Management Inc | 40,248 | $1.93M | 1.40% | +1,133+2.9% | Added |
| O'Neil Global Advisors, Inc. | 45,435 | $1.93M | 1.48% | +28,423+167.1% | Added |
| Boston Trust Walden Corp | 45,916 | $1.95M | 0.02% | −12,947−22.0% | Reduced |
| Weil Company, Inc. | 46,017 | $1.95M | 1.02% | +1,550+3.5% | Added |
| Quadrant Capital Group LLC | 46,013 | $1.95M | 0.27% | +2,079+4.7% | Added |
| Prudent Man Advisors, LLC | 46,039 | $1.95M | 0.74% | +20.0% | Added |
| Global Financial Private Client, LLC | 45,603 | $1.96M | 1.01% | −546−1.2% | Reduced |